Helping small business owners make better financial decisions since 2006.
We are passionate about small-business, entrepreneurship, and bringing clarity to business owners who feel confused, uncertain, or overwhelmed when trying to make sound business and financial decisions.
We thrive on working with business owners who seek continuous improvement and strive to get to the next level. Our team has a unique blend of technical skills, operational savvy, and the ability to see both the trees and the forest at the appropriate times.
Who We Are – We’re a professional firm, not an independent consultant working from home. We have:
How We Think – Our team brings a pragmatic “operational finance” approach to the CFO role. We are accountants by trade, but understand and participate far beyond crunching numbers.
We’ve worked with more than a hundred businesses and refined our unique process to what it is now: a proven system of addressing the financial needs of small-business owners in a cost-effective way. While each business is unique, the financial issues business owners face are quite predictable.